Investment Specialist jobs in Beaverton, OR

Investment Specialist invests in and sells short-term securities, including commercial paper to meet short-term investment and financing needs. Tracks market rates, sets rates to be paid, and the daily quantity to be sold. Being an Investment Specialist prepares periodic investment reports. Requires a bachelor's degree. Additionally, Investment Specialist typically reports to a manager. Investment Specialist is a specialist on complex technical and business matters. Work is highly independent. May assume a team lead role for the work group. To be an Investment Specialist typically requires 7+ years of related experience. (Copyright 2024 Salary.com)

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Construction Loan and Support Specialist
  • Advanced Investment Corp
  • West Linn, OR FULL_TIME
  • Advanced Investment Corp. (AIC) is a small, private mortgage lender with an excellent opportunity for a Construction Loan and Support Specialist. We have been in business in Oregon since 1984. Check out our company here – www.aicloans.com

    AIC is seeking a Construction Loan and Support Specialist to join our team.

    A Construction Loan and Support Specialist processes, tracks, posts, and maintains files on individual construction loans. This role also provides general administrative support to the Loan Officers in a professional office/client service environment.

    The ideal candidate is highly organized, detail oriented, and provides exceptional customer service. Experience in the construction or mortgage industry in a plus.

    This is an on-site role in a beautiful residential office in the Old Willamette Historic District of West Linn, Oregon. The hours are Monday through Friday 8 am – 5 pm.

    A Construction Loan and Support Specialist’s day would generally look like but is not limited to;

    • Monitoring emails for client’s questions and construction activities.
    • Managing the draw requests and following up with clients for any missing information or incomplete documentation.
    • Reviewing clients draws for accuracy and compliance.
    • Perform general clerical duties including data entry, filing, payment processing, banking deposits, payoff letters and management of loan files.

    Requirements:

    • Strong written and verbal communication skills.
    • Quick learner and adapt to new processes and procedures.
    • Technologically-savvy including but not limited to Adobe, Microsoft 365, The Mortgage Office (Preferred, not required), and other software platforms.
    • Strong work ethic, attention to detail, and resourceful.
    • Capable of working independently and as a member of a team.
    • Ability to work under pressure and meet deadlines.

    This is a full-time position working from within our office, with no telecommuting. The office is open Monday through Friday, 8am to 5pm.

    Please submit your cover letter and resume.

    Job Type: Full-time

    Pay: $45,000.00 - $65,000.00 per year

    Benefits:

    • Dental insurance
    • Health insurance
    • Paid time off
    • Retirement plan
    • Vision insurance

    Schedule:

    • 8 hour shift
    • Day shift
    • Monday to Friday
    • No weekends

    Experience:

    • construction industry: 1 year (Preferred)
    • customer service: 1 year (Preferred)
    • loan processing: 1 year (Preferred)

    Ability to Commute:

    • West Linn, OR 97068 (Required)

    Ability to Relocate:

    • West Linn, OR 97068: Relocate before starting work (Required)

    Work Location: In person

  • 6 Days Ago

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Digital Dental Technician
  • The Denture Specialist
  • Hood River, OR PART_TIME,FULL_TIME
  • This position requires working in our office in Hood River as well as our office in The Dalles. The Denture Specialist is looking for a Digital Dental Lab Technician to manage our digital dental equip...
  • 12 Days Ago

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Cosmetic Merchandiser (2023-30181)
  • Apollo Retail Specialist
  • Gresham, OR PART_TIME
  • Cosmetic Merchandiser (2023-30181) $16-$18/HR As a cosmetic merchandiser, you’ll take on project-based work to ensure cosmetic products, graphics, and displays are visually appealing to attract and en...
  • 7 Days Ago

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Warehouse Associate
  • PDX Reading Specialist
  • Wilsonville, OR FULL_TIME,PART_TIME
  • PDX Reading Specialist is a locally owned company in West Linn, Oregon. Since 2010, our services and products have helped educators across the US and Canada connect the Science of Reading to the Scien...
  • 9 Days Ago

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Masonry Laborer
  • Adams Chimney Specialist LLC
  • Vancouver, WA PART_TIME,FULL_TIME
  • About us Adams Chimney Specialist LLC is a small family-owned and operated business in Vancouver, WA. We are a CSIA and an NCSG Certified Chimney Professional chimney company with rapid growth. Our co...
  • 12 Days Ago

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Investment Associate
  • Riverview Community Bank
  • Vancouver, WA FULL_TIME
  • You will find a lot more at Riverview Bank! Finding a place to grow, contribute and make a difference is what you will find working with us – it’s about you! We are looking for team members with visio...
  • 19 Days Ago

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0 Investment Specialist jobs found in Beaverton, OR area

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Instrument Operations Technician
  • Messer Americas
  • Beaverton, OR
  • Job Summary: The primary function of this position is to serve as an Instrument Operations Technician. In addition to ha...
  • 4/23/2024 12:00:00 AM

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Sales Consultant
  • ZeeRecruit
  • Beaverton, OR
  • Job Description Job Description MIGHTY DOG ROOFING of West Portland $70,000-$150,000+ Total Compensation Earning Potenti...
  • 4/23/2024 12:00:00 AM

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Investment Sales Assistant
  • Atria Wealth Solutions
  • Portland, OR
  • Job Description Job Description Advantis Credit Union, as part of its relationship with CUSO Financial Services, LP (CFS...
  • 4/23/2024 12:00:00 AM

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Multi-Unit Retail Store Manager - Oregon
  • Cotopaxi
  • Tigard, OR
  • Job Description Job Description Job Title: Multi-Unit Retail Store Manager Job Level: Mid-Level Job Type: Full-Time, Exe...
  • 4/23/2024 12:00:00 AM

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Relationship Banker
  • Bank Of America
  • Vancouver, WA
  • Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the po...
  • 4/22/2024 12:00:00 AM

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Motive Power Technician
  • Pape Material Handling Inc
  • Tigard, OR
  • PAPE’ MATERIAL HANDLING, INC. – TIGARD, OR MOTIVE POWER TECHNICIAN: Are you mechanically inclined? Do you want to build ...
  • 4/21/2024 12:00:00 AM

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Marketing Specialist
  • Sunset Heating, Cooling, & Plumbing
  • Portland, OR
  • Overview: Sunset and Henco Plumbing are seeking a dynamic marketing specialist candidate for the Portland market brands....
  • 4/20/2024 12:00:00 AM

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Instrumentation Product Manager***Remote***
  • Motion & Flow Control Products, Inc.
  • Portland, OR
  • ***Remote - Please note branch locations*** Whether you are a warehouse beginner or an expert there is a place for you a...
  • 4/20/2024 12:00:00 AM

Beaverton is a city in Washington County, in the U.S. state of Oregon. The city center is 7 miles (11 km) west of downtown Portland in the Tualatin River Valley. As of the 2010 census, the population is 89,803. This makes it the second-largest city in the county and Oregon's sixth-largest city. Fire protection are provided through Tualatin Valley Fire and Rescue, EMS services are provided by Metro West Ambulance In 2010, Beaverton was named by Money magazine as one of the 100 "best places to live", among smaller cities in the country. Along with Hillsboro, Beaverton is one of the economic cent...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Investment Specialist jobs
$110,792 to $187,303
Beaverton, Oregon area prices
were up 3.9% from a year ago

Investment Specialist in Salem, OR
The UK stock market’s mix of domestically-focused and multinational companies provides compelling long-term investment opportunities, allowing investors to build strong and internationally diversified portfolios—while benefiting from the high corporate governance and regulatory standards that are a key attraction of any UK investment.
November 27, 2019
The role is to communicate with investors and act as a stand in for the Portfolio Manager - since they are busy with the investment side.
January 02, 2020
Investment Specialist in Reno, NV
Identify customers ‘ investment needs by basic financial planning modules.
February 16, 2020
Investment Specialist in Portsmouth, NH
UNCDF is structured around on-balance-sheet de-risking investments and off-balance-sheet third party managed funds, for which UNCDF sources pipeline aligned with the SDGs, particularly in Least Developed Countries.
January 15, 2020